community action

Using Collaborative Technologies for Civic Accountability

Pattern ID: 
26
Pattern number within this pattern set: 
26
Tom Tresser
Passionate Strategies
Problem: 

Citizens are attempting to come together in communities around America and the world to solve community problems. At the same time community organizers lack effective technologies to help them bring people together and to assist in their efforts to hold governing bodies accountable and responsive to citizen input. We need more collaboration among citizens and more transparency for our governmental agencies.

Context: 

There are dozens of citizen action organizations working in America to bring forth local people into civic life and to solve social and economic problems, The Industrial Areas Foundation is one such group which has been promoting civic engagement for over 50 years (see www.tresser.com/IAF.htm) The IAF has helped create over 50 local and regional citizen action organizations. These organizations are coalitions of organizations, such as churches, synagogues, mosques, labor unions and community-based groups. Over 2 million families are members of the constituent groups involved in this work. There are other networks supporting civic engagement, such as the Gamaliel Foundation (see

Discussion: 

A technology-enabled approach to the work of these organizations offers a number of intriguing possibilities. Often, these organizations are working in disadvantaged neighborhoods where Internet connection and PC ownership tends to lag behind communities where the residents have more income and have attained higher levels of education. Community organizers who use technology to achieve their goals have the additional opportunity to introduce new tools to their constituents and help them use and master these tools. I am encouraging social and community change practitioners to build technology strategies and tools into their work and to help their allies and citizen-leaders master technology in order to achieve organizing goals.

Solution: 

I propose to create two related enterprises for community technology applications for community organizing, First, a web-based project called "We Are Watching." This is a collaborative tool for allowing teams to monitor government activities and analyze governmental budgets. The online work would be supported by offline training. "We Are Watching" would be template-based and could be customized for any jurisdiction. It would include reporting, webcasts and spreadsheet tools. Citizen teams would be assigned various beats" covering government meetings, attending and exposing fundraising events and interviews. The budget analysis would work like this. Using the Chicago city budget as an example, the lead organizers must first post the budget online as HTML and work with participating organizations to identify and populate a series of working groups assigned to review a specific department. This team is coached by a project volunteer versed in government budgeting and has access to an online help center. The team meets (online) and assigns tasks. Essentially, each team must contact the official in charge of their assigned government unit and interview them about their budget. The team eventually posts their analysis, questions and recommendations on the project page. In this way the entire city budget will be scrutinized and annotated. All teams will be invited to a Peoples Budget Congress where spokespeople for each team will make a brief statement. Additional components of the "We Are Watching" project would be graphical interface databases that would allow users to easily see which groups gave how much money to their elected representatives. The second component of this project would be a hardware and ISP provisioning service that would supply participating organizations with PCs and Internet access at reduced rates. In Chicago, we have an IAF-affiliate, United Power for Action and Justice, which has over 350 member organizations. These member organizations are mostly religious institutions with anywhere from 200 to 2,000 families as congregants. I could imagine a very robust business supplying PCs, access, training and support to all these families.

Pattern status: 
Released
Information about introductory graphic: 
from http://www.civiclab.us/

Peaceful Public Demonstrations

Pattern ID: 
434
Pattern number within this pattern set: 
133
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Governments and large companies often ignore the will or well-being of the people. An election can be stolen a war can be illegitimately launched, an environmental disaster can be caused — all without significant challenge from legistatures, the courts or other designated "guardians of the people."

Context: 

When "normal" dissent is being ignored; when imminent, possibly catastrophic, initiatives are being undertaken such as an unprovoked invasion of a sovereign country. In these cases "traditional" ways of registering dissatisfacton aren't appropriate.

Discussion: 

Although crowds of people can be — and are — denigrated by politicans, the media, and other powerful institutions, their existence is somtimes the most profound expression of a population whose rights or sensibilities are being ignored. People must sometimes take to the streets to visibly express their dissatisfaction.

Large public demonstrations are probably the most overt form of protest. It is hard to deny the reality of thousands, tens or hundreds of thousands of people, in the streets peacefully marching, with banners and signs, music, costumes, noisemakers and other devices that have been spontaneously and individually designed. Though often portrayed in the media as marginal and/or dangerous, mass demonstrations (such as those in the Ukraine in December 2004) are generally peaceful and, indeed, suitable for the whole family. As a matter of fact, the presence of families and older people helps ensure that the demonstrations are peaceful. Through their visibility, they also help to legitimize the protest by showing that the concerns aren't limited to one demographic use, youths, for example.

In February, 2003, the world witnessed the largest expression of this pattern in history. People gathered in over 600 ciites in over 40 countries worldwide to protest the invasion of Iraq by the world's only superpower. Although the Bush administration was undeterred by this unprecedented display of disapproval, the idea of peace as an ideal was brought forward by civil society worldwide and held aloft as a universal idea — one that citizens must not allow governments to pursue — or ignore — according to their own calculations and motivations.

Mass peaceful demonstrations don't take place in a vacuum. They need to be tied to broader strategy. This often involves engaging with the media and with established governing (or intermediating) entities. It is often helpful to have a clear set of demands. Finally, although this doesn't always happen, measures like gathering names and contact information can be used to help build a large activist network that persists beyond the duration of the protest itself.

I was dreaming in my dreaming
Of an aspect bright and fair
And my sleeping it was broken
But my dream it lingered near
In the form of shining valleys
Where the pure air recognized
And my senses newly opened
I awakened to the cry
That the people / have the power
To redeem / the work of fools
Upon the meek / the graces shower
It’s decreed / the people rule

   -- Patti Smith, "The People Have the Power"

I think that the photograph of the demonstration in Los Angeles (early 2003) against the US invasion of Iraq used above is from a web site that helped promote the worldwide peace demonstrations.

Solution: 

Peaceful, mass public demonstrations both large and small, in combination with other forms of dissent are sometimes necessary.

Verbiage for pattern card: 

Although demonstrations are disparaged by politicians and the media their existence is sometimes the deepest expression of those whose rights or sensibilities are being ignored. It is hard to deny the reality of thousands of people in the streets peacefully marching, with banners and signs, music, costumes, and noisemakers. Peaceful Pubic Demonstrations need to be tied to broader strategies that include building activist networks that persist beyond the protest itself.

Pattern status: 
Released
Information about introductory graphic: 
Wiki commons

Media Intervention

Pattern ID: 
427
Pattern number within this pattern set: 
132
Douglas Schuler
Public Sphere Project
Version: 
2
Problem: 

Corporate media exists to make as large a profit as possible; responsiveness to the public interest is secondary at best. Like a drumbeat, its endless repetition presents an unremitting pulse to our lives. Corporate media is scripted by people far away from the "ordinary" people who spend their time with it. Alternatives to corporate media exist of course, but the audiences are substantially smaller; the alternatives generally have lower "production values" (due to fewer resources) and are much harder to find. Consequently they are enjoyed only by the more intrepid among us. People and organizations who struggle to interject alternative messages into the public consciousness via the media — even with paid ads — will be soundly rebuffed. For example, the AdBusters Foundation has repeatedly attempted to get their "Buy Nothing" piece aired on television in the US. only to be turned down by the major networks. MoveOn's "Bush in 30 Seconds" was also rejected by the networks. Environmental organizations have trouble getting their messages aired but corporate ads on the same themes are aired without questions.

Context: 

When access to media is blocked...

Discussion: 

Until fairly recently, it was a commonly held notion in the United States that "the people owned the airwaves." Although that notion has apparently vanished from the minds of many politicians and government regulators, people periodically reassert this right when other routes have failed.

With few exceptions, access to media is generally blocked to citizen and, especially, alternative viewpoints. The choices of media often boil down to state-run media (often propaganda) or purely commercial (or a combination of the two) or none at all.

In the US particularly but in other countries as well people are bombarded with images and ideas that are generally cut from the same cloth. Whether news, "reality" shows, police dramas, talk shows, or commercials television is a seamless and impenetrable wall that is assiduously protected from invasion. Media Intervention is one tactic to fight this particular and ubiquitous form of censorship. In this case, the media truly is the message: while the content itself is commercialistic, addicting, intellectually and psychologically (and emotionally? and politically?) stultifying (debilitating?), the sheer immensity and second order effects of the media as a societal phenomenon make it impossible to ignore. It's a problem for everyone when the "vast wasteland" grows vaster.

Media intervention comes in many guises and new approaches are devised fairly frequently. There are vast differences in the ways that this pattern is employed — all the way from the most polite and prescribed to the most overt and officially prohibited. This pattern is general enough to encompass Culture Jamming (Lasn, ____), Textual Poaching (Jenkins, ____), subvertisements, "disciplining the media" and "Billboard Adjustment."

Randolph Sill carried out a brilliant Media Interventio with aplomb in Seattle in the summer of 2003. He attended a televised Mariner's baseball game with a sign that was adorned with the number of Mariner star player, Ichiro Suzuki, and some writing in Kanji. Unbeknownst to the non-Japanese speakers at the game and, in particular, the people who were televising the game who captured Sill and the sign that he enthusiastically brandished whenever Ichiro was at bat, the Kanji on one side read, "President Bush is a monkey's butt" which was complemented on the other side with the claim that "Americans are ashamed of their corrupt president" (Jenniges, 2003).

In the late 1990's, the Barbie Liberation Organization engineered a similarly clever caper which ultimately was covered with bemusement on the television evening news in a number of U.S. cities. The intervention began with the purchase of several ultra-feminine "Barbie" dolls and the ultra-masculine "G.I. Joes" "action figures" (not dolls). Back in their secret laboratory, the BLO surgically altered the dolls, performing a gender swap (or "correction" as they called it) of the voice boxes of the two stereotypical avatars. Then the dolls were repackaged and placed ("reverse shoplifting") on various toy store shelves around the country where they were purchased by unsuspecting shoppers. Back at home, the young recipients of the dolls were surprised when the he-man Joe professed a love for shopping while the wire-thin Barbie newly masculinized wanted to "take the next hill" presumably with a hail of hot lead. One intriguing postscript was that at least some of the recipients of the transformed doll/action figure preferred the new version to the old.

Finally, the techniques of (1) trying hard to get one's issue injected into the media and (2) disciplining the media for content that people find objectionable (and, less frequently, praising the media for appropriate coverage), form the traditional "bread and butter" core of this pattern and are not expected to go away or lose their importance in the face of the other approaches discussed earlier.


NY Act Up Activists Make an Unscheduled Visit to the CBS Evening News.
More information can be found at: http://www.actupny.org/divatv/indexN.html

Solution: 

Sometimes it becomes necessary to intervene in the media to nudge it into new avenues that it might not have taken without the intervention. This can be done cleverly and effectively but it's not easy. The tactic and campaign should be carefully tied to the aims and the particulars of the situation — but it still might not work!

Verbiage for pattern card: 

Whether news, "reality" TV, police dramas, talk shows, or commercials, corporate media is a seamless and impenetrable wall that is protected from citizen intrusion. People and organizations who struggle to interject alternative messages into the public consciousness via the media are often ignored or rejected. By nudging the media into new directions, Media Intervention is one tactic to fight this particular and ubiquitous form of censorship.

Pattern status: 
Released
Information about introductory graphic: 
Photo bombing a Russian newscast protesting Ukrainian invasion

Citizens' Tribunal

Pattern ID: 
610
Pattern number within this pattern set: 
129
Douglas Schuler
Public Sphere Project (CPSR)
Problem: 

Powerful countries — such as the US or the UK or others — are seemingly free to ignore international law and other recognized norms of acceptable behavior when it suits their government. If other countries and international organizations are impotent against such transgressions, NGOs and other civil society groups (who have even fewer resources) face almost insurmountable hurdles for legally challenging these actions.

Context: 

Non-governmental organizations or other citizen groups with few to no means by which to challenge what they perceive to be moral wrongs are the main users of this pattern. Unfortunately the use of this pattern is limited generally to democratic societies or other places where its confrontational approach is tolerated. There are countries, for example, where a tribunal directed at the United States could be convened, while a tribunal directed against the government of the host country would be strictly prohibited. Unfortunately there are few, if any, public or legal means where citizens of countries like North Korea, Uzbekistan and other countries that are isolated from the network of international relations, can challenge their government's policy without fearing for their life and liberty.

Discussion: 

Civil Society faced with what they perceive as serious crimes that are being perpetrated by governments, has devised the concept of a "Citizen's Tribunal." Part legal proceedings, part theater, part publicly speaking "truth to power", the concept has been expressed most strongly with the World Tribunal on Iraq (WTI) condemning the invasion of Iraq by the United States.

According to Richard Falk, professor emeritus from Princeton University, "The WTI was loosely inspired by the Bertrand Russell tribunal held in Copenhagen and Stockholm in 1967 to protest the Vietnam War, which documented with extensive testimony the allegations of criminality associated with the American role in Vietnam. The Russell tribunal featured the participation of Jean-Paul Sartre, Simone de Beauvoir and other notable European left intellectuals. It relied on international law and morality to condemn the war but made no pretension of being a legal body, and its jury contained no international law experts." The World Tribunal on Iraq had its specific roots in a session of the Permanent Tribunal of the People that was held before the war in Rome. The sessions of the WTI began in Brussels in March 2004 and finished in June 2005 in Istanbul. Sessions were also held in Berlin, Stockholm, Hiroshima, Rome, New York, and Barcelona.

The work of the WTI was divided into a Panel of Advocates and a Jury of Conscience. The role of the Panel of Advocates was to document the charges against George Bush, Tony Blair, and others through analysis and testimony. This body would then present the case to a Jury of Conscience which was "composed of distinguished moral authority personalities from around the world, to pass judgment on the actors and their actions from the perspective of international law."

One question is how does the "other side" participate — if at all? Can they submit evidence or provide testimony? In other words, how does a tribunal differ from a trial? For one thing, the U.S., for example, the U.S. would undoubtedly skip a Citizen's Tribunal since it has declined to appear before the World Court as a defendant. A Citizen's Tribunal is not a court (it obviously has no powers of enforcement, for example) and is not obligated to emulate one. At least in the case of the WTI, a Citizen's Tribunal "is self-consciously an organ of civil society, with its own potential enforcement by way of economic boycotts, civil disobedience and political campaigns." It is not designed to find the truth but to bring the truth to light. As Falk points, out, the WTI as an instrument of civil society: "proceeds from a presumption that the allegations of illegality and criminality are valid and that its job is to reinforce that conclusion as persuasively and vividly as possible.

Legitimacy, however, as in the legal system, is a very big issue. If the tribunal does not seem legitimate, it can more easily be portrayed as a charade. Legitimacy can be maximized by providing unimpeachable authorities and by providing strong corroborating evidence including documentation and expert testimony.

As a direct and public challenge to power and authority the Citizen's Tribunal faces numerous challenges in addition to difficult task of establishing legitimacy. One of the most important of these challenges is irrelevance. The unequivocal repudiation of the powers-that-be is unlikely to be covered in any serious way by the media. Additionally, the possibly marginal nature of the group sponsoring a Citizen's Tribunal places it far from the centers of power and is thus questioned about the legitimacy of its actions.

Since the power of a Citizen's Tribunal relies on its symbolic nature, publicity is important. One approach is to bring in a broad coalition to organize the Tribunal. It is important to get people to the event and to send out publicity afterwards (through, for example, the web and DVDs). The WTI submitted its report to the United Nations. On the other hand, exposure and publicity can be risky — counter demonstrations, arrests, intimidation and thuggery, in addition to media condemnation, might be in store for the conveners.

Many challenges present themselves while organizing and conducting the event: Who will participate? How is the agenda organized? Where will the funding come from? How will security issues be handled? And of course, the idea of multiple venues, however attractive the idea is, increases the magnitude of the logistical challenges considerably.

Although Falk's statement below (from a WTI press release) is associated with the World Tribunal on Iraq, the basic approach and philosophy of that effort can serve as a basic model (that can be modified) for another tool for people without extensive resources who are struggling with issues of state violence and other urgent issues of our times.

"The WTI is opposing aggressive war, war crimes, and crimes against humanity. It is not opposing the governments or the United Nations. Indeed it hopes to create pressure from below that will encourage law-abiding governments and the UN to do their proper job of protecting weaker countries and their populations against such illegalities. And beyond this protection we are promoting a world movement of peoples and governments to realize a humane form of globalization that is equitable with respect to the world economy, legitimate in upholding the human rights of all, and dedicated above all else to creating the conditions for sustainable peace based on justice for every nation on earth."

Solution: 

In certain situations, civil society organizations are moved to protest perceived crimes of sovereign nations. The Citizens' Tribunal has the potential to become a powerful tool to raise issues to more visible levels than governments or the media are likely to do on their own.

Verbiage for pattern card: 

Powerful countries sometimes ignore international law and other norms of acceptable behavior. NGOs and other groups face tremendous hurdles when challenging these actions. Citizens' Tribunals, such as the World Tribunal on Iraq condemning the US invasion of Iraq, are part legal proceedings, part theater, and part publicly speaking "truth to power." In spite of many challenges, a Citizens' Tribunal can be a powerful tool.

Pattern status: 
Released
Information about introductory graphic: 
Session at the People's Permanent Tribunal, Mexico, 2013

Open Source Search Technology

Pattern ID: 
431
Pattern number within this pattern set: 
125
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

People rely on search engines to find the information they need on the web. The motivation, however, of the groups providing search engines is securing profits for their owners; other motives necessarily and inevitably take a back seat. The negative implications of relying solely on commercial search engines, though vast, are generally not recognized. If the enormous gatekeeping potential of commercial search engines is not balanced with open and accountable public approaches, the ability to find non-commercial information including that which doesn't appeal to broad audiences or is critical of governments and other powerful institutions could conceivably disappear. The privatization of the means to access information could also lead to a situation where advertisements and other "sponsored" information could crowd out non-commercial information.

Context: 

People in their daily lives need, search for — and find — a tremendous amount of information. Increasingly, they are looking for this information in cyberspace. While Internet technology has opened up an unbelievably vast amount of information and opportunities for communication for millions of people worldwide, the very fact that we are relying on technology which is out of our control is cause for concern — if not alarm. Although the application of this pattern is relevant to any system that people use to find information, our immediate attention is drawn to the Interne which is poised to become increasingly dominant in the years ahead.

Discussion: 

Access to information can be made easier; barriers to obtaining the information that people need can, at least in theory, be anticipated and circumvented. But, like the chain whose ultimate strength is determined by its weakest link, access to information can be thwarted at many levels. Although non-public (commercial and otherwise) providers of information and communication services can be "good citizens" who prioritize the needs of their users, the temptation to become less civil may prove irresistible if and when the "market" suggests that uncivic behavior would result in higher revenue. In circumstances such as those, they may decide to relax their current high standards accordingly. Big web portals are, for example, becoming increasingly cooperative with the Chinese government, presumably because of the huge market which potentially exists there. One approach to addressing this problem, an open source / public domain classification system similar to that used in the public libraries in the U.S. and other places coupled with open source, community owned and operated search engines, is simultaneously defensive and forward looking. Defensive, because it could serve as a hedge against information deprivation and commodification. Forward looking, because this approach could help usher in an exciting new wave of experimentation in the era of access to information. As the development of the Internet itself has demonstrated, the "open source" nature can help motivate and spur usage in terms of the complementary tasks of classifying information and retrieving it easily. Existing classification approaches like the Dewey Decimal System also have limitations (Anglo-centrism, for example) and approaches like Dewey are not strictly speaking in the public domain (although Dewey is readily licensable). Nevertheless the Dewey system might serve as at least a partial model. Schemes that are well-known, such as the Dewey Decimal system allow everybody to communicate more quickly and with less cost. It is the open protocol nature of the Internet that has allowed and promoted easy and inexpensive ways to not only get connected, but to develop new applications that relied on the underlying, no license fee, protocols. Computing and the potentially ubiquitous availability of online environments provide intriguing possibilities that older approaches didn't need or anticipate. The Dewey Decimal system, for example, tacitly assumes a physical arrangement of books — the code assigned by the librarian or technicians using the system declares both the book's classification and the location it will occupy in the library. Although having a single value is not without advantages, an online environment opens the door for multiple tags for a single web page — or for finer-grained elements (a paragraph, for example, on a web page or the results of a database query) or, broader-grained collections of elements. A federated collection of link servers (Poltrock and Schuler, 1995) could assist in this. As far as search engines are concerned, civil society can hardly be expected to compete with Google's deep pockets and its acres of server farms. Yet, it may be possible to distribute expertise, knowledge, and computational capacity in such a way that a competitive "People's Google" ("Poogle?) becomes conceivable. The idea of a single organization within civil society that can even remotely approach Google's phenomenal computing resources is of course absurd. But so in general is the idea of civil society "taming" the most powerful and entrenched forces and institutions. The problem here, though chiefly technological, is very similar to the one that civil society faces every day: How can a large number of people sharing similar (though not identical visions) work together voluntarily without central authority (or centralized support), undertake a project and succeed with large, complex undertakings. The "answer" though diffuse, incomplete and sub-optimal is for the "workload" — including identifying, discussing and analyzing problems to devising responses to the problems — to be divvied up — as "intelligently" as possible — so people, doing only "pieces" of the whole job can be successful in their collective enterprise. This strategy is much easier to define and implement in the technological realm. One very successful example of this is the SETI@home project that employs the "idle" cycles of user's computers all over the world to analyze radio telescope data in a search for extraterrestrial intelligence. If, for example, one million computers working together on the people's search project, could devote some amount of processing power and storage to the project, the concept might suddenly become more feasible. Although it would be possible for every participating computer to run the same software, breaking up the tasks and distributing them across a large number of computers (thus allowing us to "divide and conquer") is likely to provide the most suitable architecture for a People's Search Engine. For one thing this allows dynamic re-apportioning of tasks: Changing the type of specialization that a computer is doing to make the overall approach more effective. At the beginning of "Poogle's" life, for example, half of the computers might be devoted to finding (or "spidering") and indexing websites while the other half might work on identifying which web sites meet the users' search criteria and presenting a list of pertinent results to the user. After a week or so, it may become clear that the first task (identifying and indexing sites) may require less attention overall while the second task (handling user search requests) desperately needs more processing power. In this situation, some of the computers working on the first task could be re-assigned to the second task. Of course this situation might become reversed the following week and another adjustment would be necessary. In a similar way, the contents of indexes could be shifted from computer to computer to make more effective use of available disk space more efficiently while providing enough redundancy to ensure that the entire system works efficiently even though individual computers are being shut down or coming online all the time and without advance notice. The People's Search Engine (PSE) would make all of its ordering / searching algorithms public. Google's page-ranking algorithm is fairly widely known, yet Google has adjusted it over the years to prevent it from being "gamed" in various ways by people who hope to increase the visibility of their web pages by "tricking" the algorithm to gain a higher page rank than the Google gods would bestow. Ideally the PSE would offer a variety of search approaches of arbitrary complexity to users. Thus people could use an existing, institutionalized classification scheme like the Dewey Decimal System or a personalized, socially-tagged "folksonomy" approach, a popularity approach a la Google, a social link approach like Amazon ("People who searched for X also searched for Y") or searches based on (and/or constrained by) "meta-information" about the pages, such as author, domain, publisher, or date last edited.

Solution: 

The development of "open source," public domain approaches to information access is essential for equity and progress among the people of the world. The possibility of credible competition will serve as a reminder to for-profit concerns that access to information is a sacred human right. It would also help to maintain and extend the patterns of innovation that open protocols have made possible. Among other things, researchers and members of civil society need to work on classification systems for Internet resources. It is imperative that civil society focuses attention on open source approaches to searching, archiving and other information access needs. For many reasons, this will help in the evolving process of opening up the world of information to people everywhere.

Verbiage for pattern card: 

If the gatekeeping of commercial search engines is not balanced with open and accountable public approaches, the ability to find non-commercial information or that which is critical of governments and other powerful institutions could disappear. Open source, public search engines using open classification systems could solve this problem. This could open a new wave of experimentation and remind us that access to information is a sacred human right. 

Pattern status: 
Released

Environmental Impact Remediation

Pattern ID: 
603
Pattern number within this pattern set: 
124
Douglas Schuler
Public Sphere Project
Jim Gerner
Free Geek Olympia
Version: 
2
Problem: 

Although information and communication are often conceived as abstract, intangible and immaterial, the systems that maintain them are, of necessity, constructed with solid things such as paper, lead, concrete, rubber, glass, mercury, cadmium and silicon which are fabricated into the delivery trucks, wires, library buildings, computers, chips and CDs. The manufacture (and ultimate retirement) of all of these things is often accompanied with environmental damage, as the 23 "Superfund" sites in Silicon Valley will attest, In 2005, 63 million computers in the U.S. were replaced with newer models. Up to 80% of the waste is then sent to developing countries where it often contributes to environmental and health hazards. Additionally, energy is consumed — often in immense quantities — throughout every stage in the life-cycle of a product. As devices are made with shorter and shorter life-spans and the uses of ICS increases worldwide, this problem will become more critical unless something is done.

Context: 

Vast numbers of people are affected by the increasing "informatization" of the world. This includes people who are fortunate enough to capitalize on the new technology and those who are unfortunate enough to live with the refuse. This pattern can be used by people who have some control over the situation, including those who are in a position to develop laws and policies, producers who can lessen the effects of their products entering the waste-stream, and local communities who can develop policies and programs for responsible treatment of discarded technology. Community activists, health professionals, local governments, and neighborhood organizations will need to organize and work together in this effort. Other possible participants include computer geeks, social activists, environmental activists and those wanting to learn more about computers and new technology.

Discussion: 

The use of information and communication systems is expanding enormously in countries like the US as well as in countries like China and India. This is causing immense demands on their infrastructure and on the environment. Computer technology has grown increasingly more sophisticated in a very short period of time. During that same time, the costs have dropped in relative and absolute terms, thus resulting in a massive number of obsolete computers and other technology much of which has been dumped somewhere where toxins like lead, cadmium and mercury can leach into the soil and water.

In addition to the new intellectual and social spaces that the new technology helps provide, we need to think about the impact that information and communication systems are having on the environment. Although we associate physical spaces like libraries and auditoriums with energy and resource use, the creation, storage, and distribution of information requires energy and resource use as well. Some of this use doesn't square with conventional wisdom. Computer use, for example was supposed to lower the consumption of paper because everybody would simply read the computer screen. The amount of travel was also going to decline because business could be conducted electronically, thus substituting communication for transportation. The electronics industry was also celebrated as an environmentally friendly industry yet there are 19 "superfund" sites associated with high-tech industries slated for environmental remediation in Santa Clara county, home to more of these sites that any other county in the U.S. IBM and Fairchild Electronics were disposing their waste products in underground tanks which subsequently leaked trichloroethane, trichloroethylene, Freon and other solvents into the drinking water of 65,000 people. There also seems to be an unhealthy link between the waste producers and the people who must deal with it, specifically prison inmates who work with inadequate protection and no health insurance working in for profit prisons.

Why pick on information and communication systems? After all, other sectors use energy and cause pollution. One reason is that "electronic waste is the fastest growing part of the waster system," according to the Silicon Valley Toxics Coalition. Another reason is that it's important for people to realize that information and communication technology is not a utopian, magical answer to all problems. Obviously we need to consider the entire life-cycle of all products — including those related to information and communication. (While this task is not trivial, thinking about the "second order" effects while extremely important, is even more difficult to do meaningfully. The effects of the automobile on all aspects of life, including attitudes on sex, as well as the effects of the size of the weapons industry in the U.S. on foreign policy are both intriguing examples of unforeseen side-effects.) Understanding the entire "cradle-to-grave" (and beyond! as in the case of toxins that can reach out from the grave to poison air and water) is critical, but what should be done with the information? It may be easiest to require that every manufactured or imported product is covered under an ecologically-sound "Take-it-Back" (SVTC, 2005) policy that requires the manufacturer or importer to pay for recovery or safe sequestering of hazardous materials.

Free Geek was started in Portland, Oregon in 2000 by members of the open source software community to bring resources to bear on the problems of e-waste and the digital divide by helping "the needy get nerdy." The Free Geek approach combines participatory education and environmentalism. Free Geek addresses the problem of discarded computers and other electronic e-waste can be diminished by reusing and recycling. Free Geek uses volunteer labor to give new life to discarded technology. Volunteers are eligible to receive a computer after finishing a tour of service which educates the volunteer about computers and about the environmental impacts of ICT. The city government in Portland, as part of their effort to reduce e-waste helps support the project. A broad range of people are working together to cross the economic and social divides by working towards a common goal. The Free Geek concept has quickly spread to other areas including Washington, Indiana, Ohio, Pennsylvania and Illinois.

The Free Geek approach is not the only way to address the problem of lacking a community recycling program. There are many similar projects throughout the country that may or may not use open source software. But Free Geek is worth mentioning here for many reasons. First, Free Geek was developed by civil society; second, Free Geek is a partnership between several sectors and thus helps bring all sectors of the local community into a common struggle; and, third, Free Geek is an innovative approach that deftly addresses a multitude of issues within a common set of principles, assumptions and actions.

Starting and running a Free Geek or similar program requires a variety of skills and activities. The pattern can only be implemented by a group of people. To start that group one would post meeting announcements and invite members from local Linux users groups, college students and others. Since the overall environment for this approach will vary from community to community it's important to find out what's happening in your community and who's involved. The success of the project is likely to depend on how well you understand your community and can work with people in the community. Beyond that, there are many "nuts and bolts" issues including finding space and funding and developing programs. Associating with Free Geek is probably a good idea because of its network of dedicated people, useful documents and software for running an community recycling project.

The environmental problems associated with information and communication technology are severe and no mutually agreed-upon long-term, sustainable solution has been identified. People are developing a variety of creative and thoughtful responses to the problems of ICT-related pollution but more are needed. Information and communication technology can probably be part of the solution — but part of this involves stopping be part of the problem.

Solution: 

As a necessary part of stewardship and responsibility, it's essential to come to terms with the environmental impact of information and communication systems and devise suitable strategies towards minimizing their negative effects. Some combination of policy, consumer education, habits of consumption, social and technological innovation and recycling will probably be necessary for this take place effectively.

Introductory graphic located at http://freegeek.org/volunteer.php

Verbiage for pattern card: 

Although information and communication may seem abstract and immaterial, the systems that support them are built with solid things whose manufacture and disposal is often accompanied with environmental damage. We must acknowledge the environmental impact of these systems and devise strategies towards minimizing their negative effects. One group, Free Geek, uses volunteer labor to give new life to discarded technology by reusing and recycling.

Pattern status: 
Released

Illegitimate Theater

Pattern ID: 
621
Pattern number within this pattern set: 
123
Mark Harrison
The Evergreen State College
Douglas Schuler
Public Sphere Project
Version: 
2
Problem: 

Theater, viewing and participating in performances, is an ancient yet vital cultural force. Although "legitimate" or mainstream theater has traditionally been a gathering place for the exchange of ideas, it is largely irrelevant in today's world as a tool for social change. Forces which have contributed to this situation include economic factors, dwindling audiences, the talent drain to other mediums, the transformation of audience tastes and expectations as a result of film and television, and the decline of the avant-garde as alternative to legitimate theatre.

Context: 

Illegitimate Theater can be "legimitate" response in almost any setting of ordinary — and extraordinary — life. It can be practiced in any place where an "audience" might be found.

Discussion: 

"Legitimate theater" engages a paying audience sitting inside a theater with the expectation that they will watch the performance of a play or musical. These productions employ conventions normally associated with traditional theater: lights up and down, applause at the end of acts, a proscenium stage, professional actors working with prepared scripts, no significant interaction between performers and spectators.

Less than 2 percent of the population in the United States attends legitimate theater performances.

While legitimate theater has lost much of its relevance to our everyday lives, theater (or performance) in the broad sense is a fundamental human experience. As such it represents a reservoir of immense potential that a mediated experience can rarely provide: the potential for human interaction. Film and video provide a stream of images to watch, but no experiences in which the viewer can actually participate. Everyday life is often a sequence of ordinary, that is expected, events. One's life experiences easily become insulated from important world events — and the possibility of learning from new experiences as well. Ordinariness becomes a form of oppression and a steady dumbing down of society is deleterious to culture and to democracy as well. Performance provides an immediate human experience. Theater — particularly its "illegitimate" varieties — can also punctuate the ordinary and thrust new and unexpected experiences into everyday life. It has the power to bring a person into new, temporary realities in which the self is momentarily forgotten and submerged. Theater can empower the spectator with insight and possibilities.

Baz Kershaw in his insightful study of the British Alternative Theatre Movement over four decades explicitly addresses the role of theater as an instrument of "cultural intervention." His book (1992) "is about the ways in which theater practitioners have tried to change not just the future action of their audiences, but also the structure of the audience's community and the nature of the audience's culture." This pattern affirms Kershaw's observation: New theater should accompany a new society.

Other phrases — such as Theater Without Theater, Anti-Theater, Meta-Theater, The World's a Stage, Social Performance, Guerilla Theater, or Oppositional (or Radical or Provocative) Theater — are variations on the title of this pattern. Each of these alternative formulations focuses on some attributes and not on others. We use the term "Illegitimate Theater" primarily to highlight the differences between it and legitimate theater. Illegitimate theater can describe any performances in which one or more conventions of the legitimate theater are circumvented. For example, the convention of a single, discrete performance can be ignored in illegitimate theater. Thus, a "one-two punch" can be delivered, possibly anonymously: Half of the cast can "perform" — in Starbucks, at the zoo, or, even, a traditional theatrical venue — while the other half of the cast can "accidentally" encounter the audience afterwards and engage with them a second time, perhaps in dialogue, perhaps again as spectators, perhaps as actor / participants in a new performance that builds on ideas of the original one. The French group Le Grand Magic Circus devised a performance which gradually added the spectators (while withdrawing their members) at the "end" of their performance until finally the spectators were the only ones left "performing" (Bennett, 1990).

Performance is an extremely broad term that characterizes an infinite number of situations including sports, rituals, education, carnivals, politics and protest. It can encompass everyday social events such as shopping, eating in restaurants, going to parties or hanging out. Performance can be spontaneous or planned, obviously "staged" or masquerading as "real life," artistic, political, cultural. The advent of “performance studies” as an academic discipline which transcends the traditional notion of the theater has contributed to our understanding of these myriad forms.

Bertolt Brecht, the most influential artist/advocate of theater for social change, rejected Aristotelian drama (the basis of Legitimate Theater) in favor of the Epic or Dialectical Theater. His theories and plays, such as Three Penny Opera" and Mother Courage, blur the line between real life and performance, reveal the mechanics of production, present actor and character simultaneously, and employ a wide range of techniques designed to rouse the audience to social action. The venerable San Francisco Mime Troupe with performances such as Fact Wino vs. Armagoddonman, Damaged Care, and Mr. Smith Goes to Obscuristan, is a more recent incarnation of Brechtian rebellion. Augusto Boal from Brazil, a Workers' Party (PT) activist, pioneered "Theater of the Oppressed" and other forms of participatory role-playing theater that has helped audiences to explore and recognize their own predicaments while fostering cooperation and critical engagement.

Many public protests, especially those that include role playing, dramatic encounters, or masks, puppets and other props can be viewed as a type of performance. When Greenpeace's sailing ship "Rainbow Warrior" confronts a nuclear submarine or whaling ship, two symbolic worlds collide. Crosses symbolizing those killed in Iraq spring up in Crawford, Texas near the ranch of U.S. President George Bush; Argentine mothers and grandmothers clothed in mourning black stand before the president's Casa Rosa in Buenos Aires. More recently social activists employing techniques of illegitimate theater, have emerged to confront corporate globalization. These include the marching bands and giant puppets in the 1999 protests against the World Trade Organization in Seattle, Reverend Billy from the Church of Not Shopping who orchestrates chain store "interventions" to "unlock the hypnotic power of transnational capital" and the "Yes Men" who have "played the roles" (as they satirically interpreted them) of various corporate and organizational officials to unsuspecting audiences around the world.

As Clifford Geertz would say — and Shakespeare before him — the world is truly a stage and everything we do in public is a type of performance. This of course means in a trivial sense that everyday life provides a venue for exhibition and self-promotion. The media exploits people's desire for "fame" (or publicity — the desire to be made publicly recognizable) and exhibits the ones it considers off-beat enough for public display, in the modern day equivalent of a freak show.

Media is more easily commodified when it assumes rigid forms. When a "package" exists, it's relatively easy — and cost-effective — to replicate it again and again with little effort or creativity. And when commercial broadcast media defines what is "legitimate", the imagination of the people decays, their capacity to create is harder to draw upon, their tolerance for experimentation and "amateurism" diminishes. Illegitimate

Theater, like other patterns in this language, has unsavory manifestations as well: burning a cross in the yard of an African-American or other ethnic minority, militaristic parades and rallies, public intimidates. Since "performance" likely predates language, its effects on people can be deep; it can unlock hate as well as love, anger as well as reason and compassion. Theater, whether legitimate or not, can be driven by emotion and therefore less analytic than many other patterns in this language. Illegitimate

Theater blurs or even negates the line between spectators and performers. In its extreme version everybody, all the time, is an actor. And "actors" in public performances can also be "actors" in social life, actors who help make things happen — for good or for ill. Although our life "in public" is a series of performances, our roles are often construed as "bit parts." But every moment is a "teachable moment;" every public appearance is an opportunity to do something new and to experience something new. Thus anybody, at least in theory, can practice the craft of illegitimate theater. The "performances" that come from this practice can be simple or elaborate, impromptu or painstakingly rehearsed. The point is to cause ripples in the everyday stream of life.

Illegitimate theater, like is predecessors "legitimate" or otherwise, can be used to provoke emotional reactions, discussion or reflection. Practiced successfully and in a great number of venues, illegitimate theater could help foster positive social change and increased democratization of culture.

Solution: 

Illegitimate theater represents a intriguing set of possibilities for interactions between people that can lead to social change. Performance as a deeply human phenomenon can be explored by audience and performers alike in our quest for a better world.

Verbiage for pattern card: 

Theater, viewing and participating in performances, is an ancient yet vital cultural force. Theater — particularly its "illegitimate" forms — can punctuate the ordinary and evoke new and unexpected experiences. Anybody can practice Illegitimate Theater that causes ripples in the everyday stream of life. It can be used to provoke emotional reactions, discussion or reflection. It can even help foster social change and the democratization of culture.

Pattern status: 
Released

Community Inquiry

Pattern ID: 
724
Pattern number within this pattern set: 
122
Ann Bishop
University of Illinois at Urbana-Champaign
Bertram (Chip) Bruce
University of Illinois at Urbana-Champaign
Version: 
2
Problem: 

Communities face a wide variety of challenges in areas of health, education, economic development, sustainable environments, and social order. But regardless of the difficulty of these challenges, a necessary condition for addressing them is for communities to find ways for members to work together. Too often, community members work at cross purposes and fail to develop what Jane Addams (1912, Nov. 2) called "the capacity for affectionate interpretation," resulting in what John Dewey (1927) called "the eclipse of the public." Community inquiry is what Addams and Dewey called their theory and practice for reshaping communities and, thus, society at large.

Context: 

The challenges for constructive communities are as old as humanity and there will never be an absolute or universal solution to them. One reason is that every member of a community has unique experiences in life and thus unique perspectives, beliefs, and values. This diversity can be a source of strength within communities, but it can also lead to frustration, disappointment, conflict, and even violence. Diverse institutions have been created to address community challenges, including public libraries, public schooling, procedures for democratic governance, and venues for free expression. Often, however, these institutions are reduced from their idealized conception. With community inquiry, diversity becomes a resource and institutions are knit together productively.

Discussion: 

As Jane Addams pointed out in founding Chicago's Hull-House, the first settlement house in the U.S. (Addams, 1912), and Dewey examined through the creation of the University of Chicago Laboratory Schools, democracy has been more realized in its political than its social expression. That is, even when formal procedures are established and maintained, meaningful participation is by no means guaranteed. For example, a public library might offer a large collection of books available at no charge to members of the community, but meaningful use of those materials depends also on available public transportation, broad-scale development of literacy skills, and a social organization that makes people feel welcome. In this and many other examples, it is clear that the problem goes beyond institutions, structures, and procedures, requiring instead the means by which every member of the community comes into the process of authority.

Community inquiry provides a theoretical and action framework for people to come together to develop shared capacity and work on common problems in an experimental and critical manner. The word community signals support for collaborative activity and for creating knowledge that is connected to people's values, history, and lived experiences. Inquiry points to support for open-ended, democratic, participatory engagement.

Consider the case of East St. Louis. Its widely noted dissolution and destruction (Kozol, 1991) resulted from many factors, both internal and external. The integration of housing in neighboring cities had the perverse effect of East St. Louis losing most of its middle class and professional workers. Racism, both within and towards the city, was a key factor that led to its failure to get the resources it needed to maintain a vibrant community. Problems compounded as elements within the city began to pull in different directions, often serving their own ends at the expense of the larger community. For example, companies dumped hazardous waste and landlords allowed buildings to become dilapidated and dangerous. From a community inquiry perspective, East St. Louis exhibited a failure for democratic, participatory engagement and demonstrated little evidence of people within the city or larger entities—state and national—coming together with shared values and goals.

At the same time, East St. Louis has survived and in some aspects has developed the capacity to thrive. Community members have come together to address the severe problems they faced. Substantial assets, such as the talent and dedication of Katherine Dunham, have taken enduring form in her museums and international dance workshops for children (http://www.eslarp.uiuc.edu/kdunham/). The community collaborates with other organizations, such the University of Illinois; their joint East St. Louis Action Research Project (http://www.eslarp.uiuc.edu) has helped improve conditions in the city by setting up, for example, community technology centers, new housing, a light rail station, and a youth-driven community theater. At the same time, ESLARP has provided new opportunities for university students, staff, and faculty who have worked in the community.

A key element of the work in East St. Louis is that it reflects continuing inquiry by people who are invested in the community in a variety of ways. That is, successes to date have not come from outsiders dictating and delivering solutions, but by bringing together participants from diverse perspectives to work together. Moreover, this work, while it addresses very practical problems of jobs, environment, health, education, cultural preservation and enrichment, and so forth, does not stop there. Instead, local action becomes a means through which the residents and those outside learn more about the community and its possibilities. In that sense, inquiry is both action and understanding. The lesson from East St. Louis, and similar communities, is that the process of community inquiry is ultimately of greater importance than the solving a specific problem.

We see many additional examples around the world of the power of community inquiry. In the domain of community development and learning, for example, a National Science Foundation study carried out in rural villages around Bangladesh related the finding that material from well-worn saris supplied a filtering material that worked better in reducing cholera than the nylon mesh that microbiologists had developed (Recer, 2003). In Reggio Emilia, Italy, with few of the resources found in affluent and advanced communities, families and teachers developed an innovative approach to education, now heralded throughout the world, that recognizes the potential of all children to learn and grow “in relation with others, through the hundred languages of doing, being, reflecting, and knowing” (http://www.reggioalliance.org). Community inquiry can also be manifested in the development of information and communication technology. See, for example, the culturally situated design tools developed collaboratively between Renssalear Polytechnic Institute and its community partners (http://www.rpi.edu/~eglash/csdt.html) and the Community Inquiry Laboratory software created collectively by the University of Illinois and its partners around the world, who come from all walks of life (http://ilabs.inquiry.uiuc.edu).

Solution: 

Therefore: When a community faces some problem, think of it not simply as something to be fixed but rather as an opportunity for the community to come together, to build capacity, and to learn about itself and its situation in a manner that can be joyful and intellectually stimulating. Recognize that every member of the community has knowledge that may be critical to solving that problem but can be discovered only if that individual has a voice and a say in what the community does. Recognize also that most problems are not solvable in one step and even when they are, may recur in the future. Thus, it is critical for the community to not only fix its problems but to become an organism capable of further inquiry. The community’s knowledge about how to deal with challenges is not in fixed procedures but rather in the capacity to learn through ongoing action, or what Dewey called experimental knowing.

We have created a diagram to represent this cycle of ongoing community inquiry (see below): a spiral of asking questions, investigating solutions, creating new knowledge as we gather information, discussing our discoveries and experiences, and reflecting on our new-found understanding.

Verbiage for pattern card: 

Communities face challenges in areas of health, education, economic development, sustainable environments, and social order. But regardless of the difficulty of these challenges, a necessary condition for addressing them is for communities to find ways for members to work together. Community Inquiry provides a theoretical and action framework for people to develop shared capacity and work on common problems in an experimental and critical manner.

Pattern status: 
Released
Information about introductory graphic: 
Emily Barney

Emergency Communication Systems

Pattern ID: 
618
Pattern number within this pattern set: 
121
Douglas Schuler
Public Sphere Project
Version: 
2
Problem: 

Natural or manmade disasters reveal the fragile nature of our social infrastructures, including our most advanced technologies, and require us to draw upon our own essential resourcefulness. Given the destruction or significant compromising of basic civic infrastructures—, electrical power, water and sewage, natural gas, roadways and communications systems— individual and local capacities as well as external supports at every level must be prepared and effectively implemented to ensure personal and collective survival and wellbeing.

Context: 

Disasters require the attention of every level of society, from individuals, families, and neighborhoods to city, state, and national agencies as well as international organizations. The content and flow of information is critical at every stage, from policy development to preparation, search and rescue, recovery and the reconstruction of vital infrastructures. Therefore, to some extent, everyone may be called upon to participate in various the aspects of this pattern, not only in the area of immediate impact but in the formal development of policies, procedures and systems as well as informal, voluntary emergency responses that help to extend the safety net for those directly affected.

Discussion: 

In the space of one year, 2005, the world witnessed three major natural disasters: —the Southeast Asian Tsunami, Hurricane Katrina in the Southeast United States, and the Pakistani earthquake—, and all were reminders as to how quickly even the most basic and essential structures can literally be swept away in a matter for moments. A spotlight was also cast on pre-existing environmental conditions, policy decisions, inadequate preparation, and either dysfunctional or non-existing communication systems that either led to or intensified the extent of damage and loss of life.

This pattern encompasses three different periods that focus upon emergency situations: (1) the pre-existing conditions and preparations prior to the occurrence of any disaster, (2) the actual disaster and immediate response, and (3) the longer term recovery and reconstruction of physical and social infrastructures. While all levels of society are involved, the particular focus of this pattern is on the initiative and actions of civil society.

In the period prior to any disaster, the focus is on advocacy for effective policies, including the remediation of social and environmental conditions that might prevent or at least moderate the damage of a disaster and the establishment of evacuation, response preparations, and the storage of food and medical supplies as well as the setting up of emergency communications networks and facilities. For example, Seattle Disaster Aid & Response Teams (SDART) calls for neighborhoods to be prepared to be self-sufficient for at least three days by organizing teams that draw upon local resources and skills. The program trains neighborhood teams and sponsors functional drills to rehearse roles and responsibilities.. In terms of advocating for improved communications systems and facilities, the World Dialogue on Regulation for Network Economies has compiled a special dossier on the role of regulators and policymakers in ensuring that adequate emergency communications are available.

In the immediate aftermath of a disaster, the delivery of food, shelter and medical care can be hours, days, even weeks away. Tasks that must be handled by the stricken residents, as outlined and assigned to teams under the SDART model, include damage assessment, first aid, safety & security, light search & rescue, and providing sheltering & special needs. Communications responsibilities include monitoring emergency radio broadcasts, keeping neighbors informed of relevant information, relaying information about damage via amateur radio operators, satellite radio, cell phones, signs, or whatever means are available. In the longer period of reconstruction following a disaster, when additional external resources can be brought into play, it is vitally important to ensure close coordination.

The very young and very old, as well as the poor face the greatest risk, in the short and long-term aftermath of catastrophe, often related to the worsening of already existing conditions of poor health and nutrition and inadequate housing. UNICEF studies of groups hit by warfare and famine show it is critical to provide the correct mix and balance of relief services and providing not only food but public health assistance to prevent massive outbreaks of infectious diseases.

Civil society is capable of organizing large-scale efforts in the wake of disasters as demonstrated by the Katrina PeopleFinder Project and the Southeast Asia Earthquake and Tsunami Blog SEA-EAT blog associated with the East Asian tsunami. Other projects to assist in the reestablishment of communications systems include the Center for Neighborhood Technology’s (CNT) Wireless Community Network project and supportive efforts by the Champaigne-Urbana Community Wireless Networks for both developed and developing nations.

One of the most common approaches for alleviating at least part of the challenge of communications around emergency situations is the idea of open, non-proprietary protocols, the "secret ingredient" behind the Internet's phenomenal success. The Common Alerting Protocol is one such data interchange protocol and the Partnership for Public Warming (2006) is working on a wide variety of efforts to resolve national standards, protocols and priorities.

Even areas far distant from the disaster must also be prepared to handle a mass displacement of populations, possibly for extended periods of time.

Solution: 

Therefore, individuals, public agencies, environmental advocates, and international relief organizations needs to continually reassess their level of preparedness and coordination in response to humanitarian emergencies. This means thinking and planning for the short-, medium- and long-term as well as continuing to address persistent issues of poverty and debilitating economic conditions. Information and communication technologies can play important roles in this area — but in order for the technologies to be useful, the people in areas where emergencies do or might occur and people outside of those areas must both assume leadership for genuine progress to be made.

Verbiage for pattern card: 

Disasters require the attention of every level of society, including individuals, families, and neighborhoods as well as city, state, national, and international agencies and organizations. The content of Emergency Communication Systems and the dynamic and flexible flow of information through them are critical at every stage, including policy development, preparation, search and rescue, recovery, and reconstruction of vital infrastructures.

Pattern status: 
Released

Soap Operas with Civic Messages

Pattern ID: 
860
Pattern number within this pattern set: 
120
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

Poor people in the developing world and elsewhere have high infant mortality rates and deaths from diseases that are preventable or readily treatable (as well as a host of social ills, such as wife beating). Moreover , lack of information coupled with inflexible or outmoded social traditions and superstition can perpetuate cycles of needless suffering for people of all economic sectors. Unfortunately the need for accurate health information is often addressed by ineffective public service announcements that seem preachy or uninteresting or otherwise fail to reach the entire “audience” or particular nexus of people who must be involved in important decisions.

Context: 

People all over the world face important life decisions with inadequate information that is often accompanied with overwhelming social pressure to behave in certain ways. Policy makers, media producers and community activists are faced with the challenge of presenting that information to the people who need it, in a form that is accessible and acceptable.

Discussion: 

The concept of Soap Operas for Social Change, developed by Mexican television producer Miguel Sabido, deftly weaves health and other socially responsible information into “traditional” soap operas to raise consciousness without compromising the compelling everyday drama that the genre exemplifies. Although this type of soap opera (called Telenovelas in Latin America) is not in the majority, there are examples of its use throughout Latin America, Asia, and Africa.

In 1967, the Peruvian telenovela “Simplemente Maria” that chronicles twenty years in the life of a maid working through the travails of the day as a single mother preparing for a career as a fashion designer was launched. It was this show apparently that opened up the possibility of social messages intertwined with popular culture. According to Hanna Rosin whose New Yorker article, “Life Lessons” helped inform this pattern, “Peru’s working-class women identified deeply with Maria; they saw her story less as a Cinderella fantasy then as a future that was possible for them, too. Thousands of maids wrote to the station to say that they were going back to school.”

The hero or heroine of a "Sabido soap" is a “transitional” character in the drama, a "fallible character who struggles to behave decently" (Rosin, 2006). In fact, the most important aspect of the telenovela is the barrage of giros (twists of fate), trials and tribulations, that continually tests the protagonist’s perseverance. In China, the program “Bai Xing,” or “Ordinary People” in English, features Luye, an unmarried rural Chinese girl who has a baby and moves to the city. This perfectly “ordinary” story is filled with the the real-life drama that people routinely face but is rarely portrayed. In recent episodes Luye discovers that two of her acquaintances have AIDS, a subject that is generally not found on Chinese television.

The non-governmental organizations Population Communications International and Population Media Center has been involved in socially responsible soap operas for many years. The focus is on usually related to population issues although this frequently involves health, sustainable development and environmental issues as well. Both are involved in the development of television and radio shows as well as work in other media, media leadership issues, and communication strategy and theory as well. The PMC web site explains that, "The advantage of using long-running, entertainment serial dramas include their huge audience appeal and the emotional bonds that are formed between the audience members and characters, which can lead to strongly positive influences of the characters on attitudes and behaviors by audience members." Sabido has developed a methodology that was informed by the integration of several key communication theories.

Ideally the social messages in the soap operas and telenovelas are presented in the form of choices that can be consciously made – not injunctions or instructions which must be obeyed. The best of these soap operas are probably more like this although the protagonist ultimately will make a choice and that choice is likely to be the one favored by the producers of the program. For many reasons, everybody who is involved in formulating a response to a given situation would be party to the dilemma played out on the television screen and weigh all the relevant factors individually and collectively. In Nepal, for example, the mother-in-law and husband are key players in decisions involving childbirth and must therefore be part of any approach to offer new choices for life decisions. Because soap operas in developing countries are shown in prime time (rather than during the day as, for example, in the U.S.) and are, therefore, seen by people across the spectrum of the population and because a high percentage of the viewers, are illiterate or are otherwise unable to gain access to relevant information, Socially Responsible Soap Operas make ideal vehicles for the propagation of useful information on such topics as family planning, domestic violence, nutrition, home management and emergency preparedness.

Socially Responsible Soap Operas are clearly subject to challenges from many sources. In Burma, for example, the radio show “Thaby e gone Ywa” (Eugenia Tree Village) was broadcast illegally over shortwave radio because Burma’s military dictatorship declared the program illegal. In the examples discussed above the creators of the programs are aware of the dangers of using the media for propaganda. As William Ryerson, president of PMC, explains, "Unlike brainwashing, PMC’s approach is to show a range of options—to broaden rather than to narrow the perspective of the viewing audience with regard to the choices available to them. For each of the options, the programs show realistic consequences."

On the other hand, the desire to fiddle with the content of popular shows could prove irresistible to overzealous governments that were intent in spreading their messages. Put in this context the practice of inserting message into soaps seems positively Orwellian. Yet commercial message are increasingly commonplace and “product placements” in Hollywood films, television shows, and, even books, while the society at least seems unfazed. Recently in the U.S. a spot in a book for teenager girls was sold to the highest bidder, a glossy lips makeup manufacturer. Also, of course, subtle and not-so-subtle messages thoroughly permeate much of the mass media, some of which is explicitly designed (for “mass appeal,” government appeasement, or as an expression of personal ideology) while others are unconsciously added to the mix, the atmosphere of commercialization is seemingly too ubiquitous to be resisted.

Although many of the people who are likely to get involved in this pattern are policy-makers or media producers, other people can help promote this idea by entering into a dialogue with people who are better positioned to make changes. Although strong challenges exist, this pattern has rich potential as a tool for positive social change.

Solution: 

Information about family planning and other important life decisions can be integrated into soap operas in ways that strengthen the dramatic impact of the show while leading to beneficial social effects at the same time.

Verbiage for pattern card: 

People all over the world face important life decisions with inadequate information and social pressure to behave in certain ways. Policy makers, media producers and community activists must present that information in forms that are accessible and acceptable. Soap Operas with Civic Messages weaves health and other socially responsible information into soap operas without compromising the compelling everyday drama that the genre exemplifies.

Pattern status: 
Released
Information about introductory graphic: 
Population Media Center
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